Blog

In an ideal world, everyone could afford to pay cash for all items. Until that day arrives, establishing and maintaining good credit is important, because often we need credit to purchase high-priced items such as houses, cars and furniture. Maybe you had some tough times in the past and now...

February 08, 2017

Saving for retirement has always been a challenge, but it's harder than ever for many Americans today. One in three people have no retirement savings at all, and more than half of all adults have saved $10,000 or less. When it comes to millennials, however, the news is more mixed. According...

January 27, 2017

Does a penny really amount to much in today’s American society? While stationed overseas, my family learned to live without pennies because they were not accepted at the facilities on base. They would round everything to the nearest $.05. Combining that with digital and electronic methods of keeping track of...

January 18, 2017

The National Endowment for Financial Education® (NEFE®) is a proud partner of the Association for Financial Counseling and Planning Education® (AFCPE®). NEFE has supported the annual AFCPE Symposium for many years as an exhibitor and strives to provide quality, research-backed resources for financial counselors and educators. Part of the power of this...

January 11, 2017

When you teach financial concepts, how do you help your clients or audience understand the concept? While it’s simple to teach that 2 + 2 = 4, it can be harder to help people comprehend the time value of money, opportunity cost, or longevity as it relates to retirement planning....

December 19, 2016

Dear AFCPE Members, Professionals, Partners and Change Agents, As we come off of an inspiring week of new research, new ideas and new connections that only the AFCPE® Symposium can provide, I find myself reflecting on the incredible strides our organization and community has made over the last few years. We have...

November 28, 2016

Being stationed overseas provides exposure to a different financial attitude. We are stationed in Germany where, even today, one of the corps’ values is “to save.” An old German saying “Nur Bares ist Wahres” --- only cash is true --- underlines another German virtue – paying with cash. Even though...

November 09, 2016

“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.” ― Margaret Mead The theme of the 2016 AFCPE Symposium, November 16-18, in Louisville, KY is “Racing for the Triple Crown: Achieving Accreditation, Educating Clients, Changing Behaviors.” While naturally coordinating with...

September 30, 2016

A Reflection on Where We've Come. A Glimpse at Where We're Going. A Shared Mission https://youtu.be/JAUwed4Ytuo?list=PLinFRuk-bOJwAtUAMIZcTLkR2FHeudiss September 14, 2016 Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

September 14, 2016

Whether it’s your first AFCPE® Symposium or your 26th AFCPE Symposium (à la Dr. Barbara O’Neill), we guarantee you will walk away with new ideas, new connections and new resources to use in your work and practice. That said, a few good tips always come in handy.Together, our self-proclaimed “Twitter Queens” (a...

August 31, 2016

Client SupportWhen working with clients in a classroom setting or during a one-on-one session, it’s great to have tools and resources available to help support them in their journey toward their goal. It provides the client with an opportunity to take their future by the reigns and consider solutions that...

August 24, 2016

Linda Jacob was an inaugural recipient of the FINRA Foundation Military Spouse Fellowship back in 2006. After years working in various banking positions, she recognized that her true passion was helping people get control of their money and their debt.  Now she is living her passion and providing the education...

July 27, 2016